Manage Client Cards on File & Gift Cards
To manage a client's cards on file and gift cards from the client's profile go to your "Clients" page and select a client. Click the "Credit/Gift Cards" tab within the client's profile.
You must have your Stripe payment account linked to Mangomint in order to add cards on file.
(If Stripe is not linked then this tab will be called "Gift Cards." This tab will not be visible if the Gift Card feature is not enabled in your General Settings.)
Cards on File
If the client has cards on file they will appear in the Credit Cards section. Click "Add Credit Card" to add a new card on file.
If the client has purchased or owns any gift cards they will appear in the Gift Cards section. You can see the balance on the card, and the purchase date, and any notes that have been added. Another way to view a client’s gift cards is the “Gift Cards” screen, see "Creating & Managing Gift Cards" for more information on gift cards and usage.